SourcingSourcing

AIFG CONSULTANTS LTD.

C47
CRD 281122·SEC 801-106746·HALFMOON, NY
AUM
$213.0M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$639K
@ 30% margin
Est. Deal Value
$5.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AIFG CONSULTANTS LTD.
CRD
281122
SEC file #
801-106746
EIN
161460520
DBA names
Simmons Capital Group

Economics

AUM
$213.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$139.1M → $213.0M▲ +53%
Client mix
Individuals Other397
Individuals High Net Worth53
Charitable Organizations12
Corporations1

Operations

Employees (total)
11
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
3 advisors → 8 advisors▲ +167%
Primary office
HALFMOON NY
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
simmonscapitalgroup.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SIMMONS, DONALD, EDWARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SIMMONS, DONALD, EDWARD
HEIN, JANSEN, WILLIAM
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SIMMONSCAPITALGROUP.COM
Rdap Domain Creation Date
2012-10-01T19:24:25Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001988547
Edgar Registered
Yes
Edgar Filing Count
15
Edgar First Filing Date
2023-08-28
Edgar Last Filing Date
2026-02-04
Edgar 13f Count
13
Edgar 13f Latest AUM Estimate
Filing Date2026-02-04
Accession0001988547-26-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Pershing4
E*trade4
Edgar Addresses
Mailing
139 MEYER ROADHALFMOON, NY 12065
Business
139 MEYER ROADHALFMOON, NY 12065
Edgar EIN
161460520
Edgar Recent Filings
13F-HR2026-02-04 · 0001988547-26-000001
13F-HR2025-10-14 · 0001988547-25-000006
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-10-01T19:24:25Z
Rdap Domain Last Changed
2025-10-02T17:16:00Z
Rdap Nameservers
Ns21.domaincontrol.comNs22.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1836646
Trust Company Affiliate
No

People (7)

7
SIMMONS, DONALD, EDWARD
IAR · Direct Owner · 87.5%
1836646
HEIN, JANSEN, WILLIAM
IAR · Executive Officer · 2.5%
6161483
ZACHARY JOHN HOLDSWORTH
IAR
7631710
AARON MATTHEW BATKAY
IAR
7754229
ROBERT ANTHONY DUNCAN
IAR
3031586
BENJAMIN J SIMMONS
IAR
7453164
MATTHEW T STANKUS
IAR
7689050